Case studies

Early Retirement

David and Karen had dreams of retiring early and travelling around Europe in a camper van; they therefore needed a financial plan that would allow them to enjoy their adventures worry-free.

David and Karen are both 55 and are married. David was a self-employed business owner and Karen was in full-time employment.

Between them, David and Karen had four Defined Benefit pensions. David also had four small personal pensions totalling around £27,000. They owned their main residence, with a small mortgage outstanding on it, and had around £23,000 in cash savings.

What do our clients have to say?